TH
SPBC icon

TCTC Holdings’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

TCTC Holdings’s Portfolio SPBC Stock Details SPBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,467
Closed -$65.6K – 529
2025
Q4 		$65.6K Hold
1,467
– – ﹤0.01% 314
2025
Q3 		$65.8K Hold
1,467
– – ﹤0.01% 308
2025
Q2 		$60.8K Hold
1,467
– – ﹤0.01% 319
2025
Q1 		$53.3K Hold
1,467
– – ﹤0.01% 321
2024
Q4 		$56.7K Hold
1,467
– – ﹤0.01% 311
2024
Q3 		$53.3K Hold
1,467
– – ﹤0.01% 311
2024
Q2 		$50.6K Buy
+1,467
New +$49K ﹤0.01% 318

Other funds holding SPBC

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

TCTC Holdings's SPBC Position: Q1 2026 in Review

TCTC Holdings sold out of Simplify US Equity PLUS GBTC ETF (SPBC) in Q1 2026, closing a stake of 1,467 shares — an estimated $65.6K sold.

TCTC Holdings first reported a position in SPBC in Q2 2024 and held it in 7 quarters. The position peaked at $65.8K in Q3 2025. 20 funds tracked by Wall St. Rank hold SPBC as of Q1 2026.

  • TCTC Holdings reported no remaining Simplify US Equity PLUS GBTC ETF position as of Q1 2026 after selling out during the quarter.
  • TCTC Holdings sold 1,467 Simplify US Equity PLUS GBTC ETF shares in Q1 2026, an estimated $65.6K.
  • TCTC Holdings first reported a position in Simplify US Equity PLUS GBTC ETF in Q2 2024 and held it in 7 quarters.
  • TCTC Holdings's Simplify US Equity PLUS GBTC ETF position peaked at $65.8K in Q3 2025.
  • 20 funds tracked by Wall St. Rank held Simplify US Equity PLUS GBTC ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.